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Disclosery

White Wing Wealth Management: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Wing Wealth Management on DFAT, newest first. How the timeline and the estimate are built.

White Wing Wealth Management held 76,449 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,449 shares
    Change vs previous 13F -1,221 shares

    2.79% of the 13F portfolio, value $5,343,799.

    13F-HR 0002001473-26-000004 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,670 shares
    Change vs previous 13F -4,818 shares

    2.91% of the 13F portfolio, value $4,850,520.

    13F-HR 0002001473-26-000003 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,488 shares
    Change vs previous 13F +1,394 shares

    2.93% of the 13F portfolio, value $4,911,357.

    13F-HR 0002001473-26-000001 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 81,094 shares
    Change vs previous 13F +9,439 shares

    2.94% of the 13F portfolio, value $4,738,326.

    13F-HR 0002001473-25-000005 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,655 shares
    Change vs previous 13F +1,100 shares

    2.62% of the 13F portfolio, value $3,866,502.

    13F-HR 0002001473-25-000003 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 70,555 shares
    Change vs previous 13F +5,017 shares

    2.6% of the 13F portfolio, value $3,342,891.

    13F-HR 0002031941-25-000001 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,538 shares
    Change vs previous 13F +1,312 shares

    2.71% of the 13F portfolio, value $3,647,843.

    13F-HR 0002001473-25-000001 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 64,226 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $3,572,915.

    13F-HR 0002001473-24-000004 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).